Wall Street Unplugged - What's Really Moving These Markets

Commodities are starting a new bull market

07.19.2023 - By Curzio ResearchPlay

Download our free app to listen on your phone

Download on the App StoreGet it on Google Play

I’m back from my mini-vacation to Saratoga for the opening day of horse racing. I reminisce about my childhood experience (and success) at the tracks… and share the rude awakening I got on my trip about being old.   Next, I highlight some wild action in the stock market… including why telecom giants AT&T (T) and Verizon (VZ) are selling off… and why Carvana (CVNA) has surged 1,000% since the start of the year.   I explain why the markets will continue rallying—even as the Fed keeps hiking rates… and why an eventual rate cut wouldn’t be nearly as positive as you might think.   I also highlight an overlooked corner of the market that’s starting to break out… and still has plenty of room to run in the coming months.   We’re officially in the heart of earnings season… and the results we’ve seen so far prove just how wild this market is. I go over several stocks that jumped—even as the company’s earnings declined.   The U.S. dollar is sitting near a 52-week low. I share several ways to play the long-term decline of the dollar… and reveal some shocking data that shows why now is the time to buy commodities.   Be sure to join us for tomorrow's episode of WSU Premium—Daniel and I will share several stocks poised to soar as we enter a new commodities bull market. Get access at WSUoffer.com.     Reminder: Our special offer on three of our premium products—and the chance to speak with me one-on-one—will end soon. Claim your spot on my calendar while you can.   In this episode I’m officially old [0:30] Why T and VZ are in big trouble [5:30] Why CVNA is up 1,000% in 2023 [6:44] A rate cut wouldn’t be bullish [9:50] This overlooked sector has a lot of upside ahead [12:43] Why are stocks rising as earnings decline? [14:10] Commodities are starting a new bull market [22:00] Our special offer ends soon [34:15]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

More episodes from Wall Street Unplugged - What's Really Moving These Markets